Novi AMS

Import member-specific internal notes & activities from your legacy AMS.

Activity Import Overview

Import historical and current subscriptions from your legacy AMS.

Subscription Import Overview

Import member data from your legacy AMS into Novi.

Member Data Import Fields

Learn the standard conventions on how to map your address data to either billing addresses or shipping addresses in QuickBooks or Novi AMS.

Billing Address vs Shipping Address

Learn what an ambiguous record is and how you can resolve it.

Ambiguous Record

Learn more about Novi custom fields and how to set them up in your data spreadsheet.

Data Import Custom Fields

Import events, tickets, and registrations from your legacy AMS.

Event Import Overview

A deep dive into everything you need to know about how QuickBooks Online information will affect your Novi data import.

QuickBooks Online and Novi Data Import

Event Import - Events

Event Import - Tickets

Event Import - Attendees

Preparing the database for importing data during the onboarding process.

Purging Data During Onboarding

How To Review and Approve The QuickBooks Online Import

Approving The QuickBooks Online Import: Are the same number of records in both systems?

Approving The QuickBooks Online Import: Are transactions showing on the transactions page in Novi?

Approving The QuickBooks Online Import: Spot Checking Information

Melisa Smith

Pete Zimek, CAE

Melanie Dupont

Importing Membership & Event Data

Association Management Software

Find answers and get help from Intercom Support and Community Experts

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